Proposable

Enable recipients to accept/decline your proposal.

Proposal Acceptance

Enable e-Signatures within your proposals

Enable eSignatures

Learn how to turn proposal acceptance on and off in your proposals.

Disable Proposal Acceptance

Learn how to set up your proposals for countersigning

Countersigning Proposals

Learn how to redirect your prospects after they accept your proposal

Proposal Acceptance Redirect (Enterprise)

Learn how to add required fields to your proposals to gather information from your prospects as they sign or accept your offer.

Fillable Fields

James Kappen

Sara Thompson

How to collect e-Signatures and set up your proposals for acceptance

E-Signatures & Acceptance

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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